|
1901
|
1900 Wealth Management
San Antonio,
Texas
|
$845K
|
+$15.9K
|
+300
|
+2%
|
|
|
1902
|
Prudent Man Advisors
Naperville,
Illinois
|
$840K
|
-$18.1K
|
-342
|
-2%
|
|
|
1903
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$839K
|
+$3.81K
|
+72
|
+0.5%
|
|
|
1904
|
United Community Bank
Greenville,
South Carolina
|
$839K
|
-$6.67K
|
-126
|
-0.8%
|
|
|
1905
|
Foster Group
West Des Moines,
Iowa
|
$838K
|
–
|
–
|
–
|
|
|
1906
|
Drive Wealth Management
Lehi,
Utah
|
$838K
|
+$24K
|
+453
|
+3%
|
|
|
1907
|
Plato Investment Management
Sydney, NSW,
Australia
|
$838K
|
+$843K
|
+15,939
|
New
|
|
|
1908
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$837K
|
-$12.5K
|
-237
|
-1%
|
|
|
1909
|
Great Lakes Retirement
Sandusky,
Ohio
|
$837K
|
+$32.9K
|
+621
|
+4%
|
|
|
1910
|
Abbot Financial Management
Andover,
Massachusetts
|
$835K
|
–
|
–
|
–
|
|
|
1911
|
|
$828K
|
-$3.97K
|
-75
|
-0.5%
|
|
|
1912
|
Winthrop Capital Management
Carmel,
Indiana
|
$823K
|
+$829K
|
+15,660
|
New
|
|
|
1913
|
Bridgeworth
Birmingham,
Alabama
|
$822K
|
-$13.5K
|
-255
|
-2%
|
|
|
1914
|
Sterneck Capital Management
Kansas City,
Missouri
|
$821K
|
–
|
–
|
–
|
|
|
1915
|
Nova R Wealth
Overland Park,
Kansas
|
$818K
|
+$15.9K
|
+300
|
+2%
|
|
|
1916
|
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
|
$818K
|
+$63.5K
|
+1,200
|
+8%
|
|
|
1917
|
Fuller & Thaler Asset Management
San Mateo,
California
|
$816K
|
+$171K
|
+3,225
|
+26%
|
|
|
1918
|
CRA Financial Services
Northfield,
New Jersey
|
$816K
|
+$3.81K
|
+72
|
+0.5%
|
|
|
1919
|
|
$816K
|
-$14.1K
|
-267
|
-2%
|
|
|
1920
|
Fiducient Advisors
Chicago,
Illinois
|
$814K
|
+$528K
|
+9,987
|
+182%
|
|
|
1921
|
American Capital Advisory
Ketchum,
Idaho
|
$812K
|
+$818K
|
+15,456
|
New
|
|
|
1922
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$811K
|
-$33.3K
|
-630
|
-4%
|
|
|
1923
|
Three Bridge Wealth Advisors
Los Altos,
California
|
$811K
|
-$100K
|
-1,893
|
-11%
|
|
|
1924
|
AMI Investment Management
Kendallville,
Indiana
|
$810K
|
-$269K
|
-5,079
|
-25%
|
|
|
1925
|
Aspiriant LLC
Los Angeles,
California
|
$810K
|
-$16.7K
|
-315
|
-2%
|
|
